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Casey Dominic Sullivan

ASHWORTH SULLIVAN WEALTH ADVISORS LLC·MILTON, Georgia
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12655 BIRMINGHAM HWY, MILTON, GA 30004CRD# 4763464Firm CRD# 150008
01

About

Casey Dominic Sullivan is a registered financial advisor based in MILTON, Georgia, affiliated with ASHWORTH SULLIVAN WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BLUECHIP WEALTH ADVISORS LLC
BLUECHIP WEALTH ADVISORS LLC
AUM
$485M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BLUECHIP WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 4763464
Firm CRD# 150008
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Casey Dominic Sullivan offer?
Casey Dominic Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILTON, Georgia for a consultation.
What are Casey Dominic Sullivan's credentials?
Casey Dominic Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Dominic Sullivan located?
Casey Dominic Sullivan is based in MILTON, Georgia, working with ASHWORTH SULLIVAN WEALTH ADVISORS LLC. Their office serves clients in the MILTON metropolitan area and surrounding communities.
How does Casey Dominic Sullivan charge for services?
Casey Dominic Sullivan's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASHWORTH SULLIVAN WEALTH ADVISORS LLC?
ASHWORTH SULLIVAN WEALTH ADVISORS LLC has approximately 8 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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